Employee Engagement Is the Litmus Test for Your Sales Enablement Platform 

Where Your People Meet Their Path | CRM, CPQ, CLM

Any company can deploy an out-of-the-box solution. The question is: "Does the system simplify execution, creating sustainable value for the right people and for the good of the business?" Our strategic approach takes advantage of opportunities not only in Go-To-Market efforts, but in both digital and personal interactions within the business and supply chain. We design premium systems that help each user engage with the business strategy to achieve the results they want.

Our Partner Brands

Hint: Satisfy Everyone

ALTAVI implementations mitigate adoption risk by achieving results for each stakeholder. But the whole is greater than the sum of the parts; broad participation unlocks strategic benefits of the sales enablement platform.

*Select any quadrant in the diagram below to see example demands.

Core Business

Sales impacts the performance of Operations, Accounting, Marketing, and more.

Example Deliverables

  • Simple Work Process
  • Increased Transparency Into Customer Service/Sales

Results

  • Key Wins across Interactions with Sales

C-Level Executives

C-Level cares about decision-making and strategy execution. 

Example Deliverables

  • Real-Time Business Analytics
  • Dashboards
  • Actionable Information

Results

  • Increased Profitability
  • KPI Improvements
  • Strategy Execution
  • Differentiating Customer Experience

Sales Operations

Appointed, cross-functional board-members are incentivized to implement the business strategy.

Example Deliverables

  • CRM ROI Metrics
  • Cross-Functional Responsibilities
  • Performance Incentives

Results

  • Performance
  • Cross-Functional Network

Sales Teams

Sales cares about delivering more value to customers with less work and for the right incentives.

Example Deliverables

  • Sales Process Automation
  • Microservices
  • Sales Enablement Tools 

Results

  • Return Per Work
  • More Time with Customers
  • Practical Methodology
  • Strategic Incentives

Results

ALTAVI aligns stakeholders with the CRM strategy by delivering what every group demands, enabling the sales enablement platform to achieve strategic wins for the entire business.

Example Deliverables

  • Increased Control over Demand
  • Objective, Transparent Processes
  • Reduced Friction of Doing Business

Vision

  • Competitive Advantage with Sales

Differentiate the External Stakeholder Experience

When were internal gains ever enough? Sustainable advantage is created by lowering transaction cost and improving service for the entire network. That's why ALTAVI gives buyers transparency, control, and differentiated service experience, while suppliers benefit from increased order accuracy, timeliness, and impactful data. The end result is a network that loves doing business with you.
 
ALTAVI also helps to turn data from customer interactions into valuable sources of insight. Emergent trends and patterns help to navigate changes in the business environment with key partners and suppliers. The sales enablement platforms we build are designed for change, so you can pivot with the crowd, maintaining increased satisfaction and demand-driven growth.

ALTAVI Sales Enablement Tools

Quick Start

Our most basic CRM implementation for roll-out within 1 month
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Our Actions

  • Management Interviews
  • Sales Operations and Sales Rep Interviews
  • Cursory Process Review
  • CRM Configuration and Implementation
  • As-Needed Change Management and Implementation Support
  • Training
  • Operational Rollout

Your Deliverables

  • Functional CRM
  • Reports and Dashboards with Recommended KPIs
  • Tailored Sales Funnel Stages
  • Naming Conventions
  • Change Management Plan / Adoption Plan
  • Sales Process and Technology Gaps
  • CRM Roadmap w/ Recommended Silo Integrations
  • Governance Document

CRM Turnaround

Complete turnaround of existing sales enablement platform, including process, technology, sales force coaching & training, and change management.
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Our Actions

  • Quick Start or Deep Dive Activities (From Process) Plus:
  • Development of Change Management / Adoption Plan
  • Agile Configuration and Customization of the CRM
  • As-Needed Change Management Advisement and Leadership
  • Data Quality Analysis
  • Third-Party System(s) Integration
  • Management Training
  • Sales Rep Training
  • CRM Refinement and Adaptation

Your Deliverables

  • Quick Start or Deep Dive Activities (From Process) Plus:
  • Change Management / Adoption Plan
  • Recommended Licenses
  • Reports and Dashboards with KPIs
  • Naming Conventions
  • Funnel Stage Definitions
  • Governance Document

CRM Implementation

Turnkey CRM Implementation services provide a robust platform to achieve a competitive advantage with CRM
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Our Actions

  • Quick Start or Deep Dive (From Process) Actions Plus:
  • Development of Change Management / Adoption Plan
  • Agile Configuration and/or Customization of the CRM
  • As-Needed Change Management Advisement and Leadership
  • Importation of Account, Opportunity, and Contact Data
  • Third-Part Systems Integration
  • Management Training
  • Sales Rep Training
  • CRM Refinement and Adaptation

Your Deliverables

  • Quick Start or Deep Dive (From Process) Deliverables Plus:
  • Customized CRM
  • Change Management / Adoption Plan
  • Recommended Licenses
  • Reports and Dashboards with KPIs
  • Naming Conventions
  • Funnel Stage Definitions
  • Governance Document

CPQ Implementation

Turnkey implementation services from sales process analysis to CPQ modeling, roll-out, and refinement
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Our Actions

  • Quick Start or Deep Dive (From Process) Actions Plus:
  • Develop Change Management / Adoption Plan
  • Agile Configuration and Customization of the CPQ
  • As-Needed Change Management Advisement and Leadership
  • Analysis of Current Quoting Configurations and Pricing
  • Importation of Product and Pricing Data
  • Third-Party System(s) Integration
  • Management Training
  • Sales Rep Training
  • CPQ Refinement and Adaptation

Your Deliverables

  • Quick Start or Deep Dive (From Process) Deliverables Plus:
  • Customized CPQ
  • Change Management / Adoption Plan 
  • Recommended Licences
  • Reports and Dashboards with KPIs
  • Naming Conventions
  • Funnel Stage Definitions
  • Governance Document

CLM Implementation

Turnkey CLM implementation services for sustainable advantage
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Our Actions

  • Quick Start or Deep Dive (From Process) Actions Plus:
  • Agile Configuration and/or Customization of the CLM
  • Development of Change Management / Adoption Plan
  • As-Needed Change Management Advisement and Leadership
  • Importation of Contract Data
  • Third-Party Systems Integration
  • Sales Rep Training
  • Other (Non-management) Training
  • CLM Refinement and Adaptation

Your Deliverables

  • Quick Start or Deep Dive (From Process) Deliverables Plus:
  • Customized CLM
  • Change Management / Adoption Plan
  • Recommended Licenses
  • Reports and Dashboards with KPIs
  • Governance Document
  • Quoting Process - CLM Technology Gaps
  • CLM Roadmap

Our Clients

When all stakeholders have the right incentives to engage, success comes naturally.
“I've done a lot of CRM implementations and never one that went this well.”

Jeff Howe 
Business Line VP
What Happens next >

Why ALTAVI?

We are:

Experienced Executives

who drove real, sustainable change in mid-market multinationals and now deliver ROI to sales and across the enterprise.

Sales Operations Consultants

who connect and consolidate client activities to drive success and a more satisfying customer experience.

IT Experts

who design, implement, and integrate solutions and systems that improve sales with tried and true practices.
Meet the team >

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